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    Your Life - Your Choice

Our Team

Our collective philosophy is all about your choice.

Our process and engagement is about what is important to you.

We bring advice, expertise, and solutions; you make the decisions.

Our diversity is our greatest strength..

 

Executive Team

Frederick Pratt, MFA, RWM Financial Advisor

613-829-7874 Ext. 292
frederick.pratt@dfsin.ca

Caroline Daigle Life and Health Insurance Advisor

613-829-7874 x218
caroline.daigle@dfsin.ca

Frederick Pratt Jr., CFP®, CLU Certified Financial Planner®

613-829-7874 x 217
fred.pratt@dfsin.ca

Bitania Tesfay Operations Manager / Executive Assistant

613-829-7874 Ext:227
bitania.tesfay@dfsin.ca

Address

Suite 200
880 Lady Ellen Place
Ottawa ON K1Z 5L9

About Us

We are dedicated to providing investment solutions and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

® Registered trademark owned by Desjardins Financial Security Life Assurance Company
* Mutual funds distributed through Desjardins Financial Security Investments Inc.

Life and health insurance products are provided through Wealth Harvest Group through Desjardins Financial Security Independent Network. Life and health insurance products and services are not available through Desjardins Financial Security Investments Inc. (DFS Investments) nor are the insurance plans or services available and/or offered, supervised or reviewed by DFS Investments. DFS Investments is the mutual fund dealer through which mutual fund products and services are provided.

This site is not the property of Desjardins Insurance¹ or Desjardins Financial Security Independent Network. They do not have any control over the content or the use of the site.

Desjardins Insurance¹ and Desjardins Financial Security Independent Network shall not be liable or responsible to any person for any harm, loss or damage (whether arising in contract, tort, negligence or otherwise) that may arise directly or indirectly from this site, the use, inability to use, or malfunctioning of this site or the information contained herein, including any direct, indirect, special, third party or consequential damages.

This site is not the property of Desjardins Financial Security Investments Inc. (DFS Investments). DFS Investments has control over the content of this site by their review of the information provided in accordance with its policies and procedures. DFS Investments is not responsible for the content in this website that is unrelated to the business of DFS Investments nor is it responsible for the monitoring or supervision of these other business activities.

Desjardins Financial Security Investments Inc. (DFS Investments) is a corporate body separate and apart from Desjardins Insurance¹.
DFS Investments is a mutual fund dealer registered in every Canadian province and territory and an exempt market dealer registered in Quebec. It is also registered in every Canadian province and territory for the distribution of insurance products. DFS Investments' advisors may be qualified to provide advice on mutual funds, exempt market products and other investments products, among other things. 
In Québec, DFS Investments is also registered as a restricted dealer, a group insurance of persons and a financial planning firm.
Unless otherwise indicated, investments in products distributed by DFS Investments are not insured, in whole or in part, by the Canada Deposit Insurance Corporation or by another public deposit insurance fund, as the case may be, nor are they guaranteed, in whole or in part, by Desjardins Insurance¹, and their value is subject to market fluctuations.

¹ Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.

® Marque déposée appartenant à Desjardins Sécurité financière, compagnie d'assurance vie
* Fonds communs de placement distribués par l'intermédiaire de Desjardins Sécurité financière Investissements inc.

Ce site n’est pas la propriété de Desjardins Assurances1 ou du Réseau indépendant Desjardins Sécurité financière. Ils n’ont aucun contrôle sur le contenu ou l’utilisation du site. 

Desjardins Assurances1 et Desjardins Sécurité financière Réseau indépendant ne peuvent être tenus responsables envers quiconque de tout préjudice, perte ou dommage (qu’il soit contractuel, délictuel, négligence ou autre) pouvant découler directement ou indirectement de ce site, de l’utilisation, de l’incapacité d’utiliser ou du mauvais fonctionnement de ce site ou de l’information qu’il contient, y compris tout préjudice, dommages indirects, spéciaux, de tiers ou consécutifs.

1 Desjardins Assurances désigne Desjardins Sécurité financière, compagnie d’assurance vie, fournisseur de produits d’assurance vie et d’épargne-retraite.

Les produits d'assurance vie et de santé sont fournis par Wealth Harvest Group via le Réseau indépendant Desjardins Sécurité financière. Ces produits et services ne sont pas disponibles auprès de Desjardins Sécurité financière Investissements inc. (Investissements DFS) ni les plans d'assurance ou services supervisés ou examinés par eux. Investissements DFS sert de courtier en fonds communs de placement pour la distribution des produits et services de fonds communs de placement.

© 2024 Wealth Harvest Group All rights reserved.